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Question

Generate a "% Complete" tally

  • April 17, 2020
  • 0 replies
  • 48 views

Hello, everyone - have recently run into a wall while trying to determine a way to generate a "%" complete.  While I originally thought this would be an easy task I've come to realize that my knowledge is limited and require some guidance from folks with more experience. Here is the situation:

1. My main table ("Workbook") has a table-to-table relationship with the "Records" table.  There can be multiple "Records" in "Workbook".

2. Would like to generate a "%" complete value based on the status of individual "Records". The status of each 'Records" entry is New, In-Progress and Complete.

Common sense tells me that the first piece of the puzzle is calculating the number of "Record" entries so that I can then calculate the '%' marked as complete.

I initially tried a Report Formula but simply could not solve the puzzle. 

Any help/guidance would be greatly appreciated!



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Ron
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    This topic has been closed for replies.

    MarkShnierYou
    Forum|alt.badge.img+24
    np,
    just make a formula numeric field set to display as a percent and which calculates to either a 0 or a 1, if complete.  Ie 0% or 100%. 

    Then show an average in a column or use a summary field as an Average.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    Mark Shnier. Your Quickbase Coach
    • SamJones1
    • Registered
    • April 17, 2020
    Ron,

    I think the most straightfoward way to handle this would be two Summary fields and a Formula Numeric field. You'll need to add the summary fields to the relationship between Workbook and Records. The first will be a count of related records, and the second will be a count of related records where the status is "Complete".

    In your Formula Numeric Field, you'll create a formula like this:

    >[# of Records Compete] / [# of Records]

    and set the field to display as a percentage. That should give you a % complete result.

    If you need more help with it, swing by Data Collaborative's free Office Hours, every Thursday at 1pm Eastern.

    Sign up here:
    https://data.quickbase.com/db/bqeqqj33i
    ​

    ------------------------------
    - Sam

    ______________________________________________
    Sam Jones
    Vice President, Product and Technology
    he/him

    The Data Collaborative, Inc.
    sjones@datacollaborative.com
    366 Massachusetts Ave, Suite 203 | Arlington, MA 02474
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    - Sam ______________________________________________ Sam Jones Vice President, Product and Technology he/him The Data Collaborative, Inc. sjones@datacollaborative.com 366 Massachusetts Ave, Suite 203 | Arlington, MA 02474
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